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  1. Open Global Settings and Configuration.

  2. Go to Employees.

  3. Select any Employee.

  4. Within the Employee account select the ellipsis beside “Groups“.

  5. In the Sub Groups section select the green plus icon.

  6. Name The Group.

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  1. Press Save

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After you have a group created under Employees or Customers, you can now create and assign a discount to the group.

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  1. Name the Discount.

  2. Select “Percent Off” as the Type.

  3. Enter the Discount amount.

  4. Under the “Qualifiers Per Invoice” section, Check the box for Groups and choose the group you created.

  5. Press Save

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